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139 Genesee Street, New Hartford, NY 13413

(315) 765-6032
info@mycgcapital.com
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Your Financial Goals, Our Personalized Guidance

Your Financial Goals,
Our Personalized Guidance

At CG Capital, we understand that your financial journey is unique. Whether you're an individual planning for retirement, a family securing your legacy, or a small business aiming for growth, we'll tailor our approach to meet your specific needs and help you pursue your goals.

Individuals & Families:Building a Confident Future for You and Your Loved Ones

Individuals & Families:
Building a Confident Future for You and Your Loved Ones

Are you planning your retirement? We'll help you navigate the complexities of your financial life. You’ll receive a personalized plan that includes:

  • Retirement PlanningPlan your financial future and enjoy your retirement years with confidence.
  • Investment ManagementPursue wealth and work towards your long term financial goals.
  • Education Savings Plan for your children's education and give them a head start in life.
  • Estate Planning
    Protect your assets and ensure your legacy is passed on according to your wishes.
Small Business Owners: Guiding Your Business to Grow and Prosper

Small Business Owners: 
Guiding Your Business to Grow and Prosper

We understand the challenges and opportunities that come with running a small business. We'll partner with you to develop a comprehensive financial strategy that supports your business goals, including:

  • Business Succession Planning
    Ensure a smooth transition for your business and its legacy.
  • Retirement Planning For Business Owners
    Plan your personal financial future while planning for your business's future.
  • Risk Management
    Protect your business from financial uncertainties.
  • Employee Benefits
    Attract and retain top talent with competitive benefits packages.
High-Net-Worth Individuals: Strategies to Help Preserve and Grow Your Wealth for Generations to Come

High-Net-Worth Individuals: 
Strategies to Help Preserve and Grow Your Wealth for Generations to Come

We offer sophisticated wealth management solutions tailored to the complex needs of high-net-worth individuals and families. Our services include:

  • Investment Management
    Develop a customized investment strategy that aligns with your risk tolerance and financial goals.
  • Estate Planning
    Protect your assets and ensure a smooth transfer of wealth to future generations.
  • Philanthropic Planning
    Create a lasting legacy by supporting the causes you care about.
  • Tax Planning
    Minimize your tax burden to help maximize your wealth.

Let’s Connect

Experience the difference of having a dedicated team by your side. Schedule a consultation today to begin your journey.

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